EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$831,053
-6.7%
39,256
+1.2%
0.09%
-10.2%
Q2 2023$890,941
-12.8%
38,787
-12.9%
0.10%
-22.8%
Q1 2023$1,021,924
+12.4%
44,550
+11.3%
0.13%
-8.0%
Q4 2022$908,938
+221.2%
40,024
+200.7%
0.14%
+112.3%
Q3 2022$283,000
+349.2%
13,312
+411.4%
0.06%
+306.2%
Q2 2022$63,000
-12.5%
2,603
+3.7%
0.02%
-11.1%
Q1 2022$72,000
+414.3%
2,510
+464.0%
0.02%
+350.0%
Q4 2021$14,0004450.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders